People Moves

People Moves
Marathon Snags High-Yield MD From J.P. Morgan

Marathon Asset Management has hired Michael Schlembach as a managing director and senior portfolio manager.

09.11.20
Industry News
CAPTRUST Acquires PMFA Retirement Plan Advisory Practice

CAPTRUST Financial Advisors has acquired the retirement plan advisory practice of Plante Moran Financial Advisors, the firm announced.  

09.11.20
People Moves
Post Advisory Group Names Sales & Marketing Head

Post Advisory Group has hired Eileen Mancera as managing director and head of sales and marketing.

09.10.20
People Moves
Putnam Fixed-Income CIO To Retire Next Year

Putnam Investments has announced that Fixed-Income CIO D. William Kohli will retire from the firm on June 30, 2021.

09.10.20
Industry News
Southern Management Company Founding President Dies

The founding president and ceo of an investment management company in the South died at the end of August.

09.10.20
Industry News
Firm Promotes New President

A firm has promoted a current staff to top position.

09.10.20
Industry News
Mid-Atlantic University Appoints Interim Senior V.P. For Finance

A university in a Mid-Atlantic state has recently appointed an interim senior v.p. for finance and administration.

09.10.20
Industry News
New England University Adds Investment Analyst

A New England-based university added an analyst to its investment office this quarter.

09.10.20
People Moves
Callan Adds V.P. To Real Assets Consulting Group

Callan added Bernie Bazile as a v.p. in its real assets consulting group today.

09.09.20
People Moves
Fort Washington Names Co-CIO

James Vance will become co-cio of Fort Washington Investment Advisors, a subsidiary of Western & Southern Financial Group, effective Oct. 1.

09.09.20